ETF News & Research

Bloomberg: Mike Venuto discussing ETFs on Bloomberg TV

The Effect of Rising Rates in ETFs. The ETF Play for Tax Overhaul. The ETF Index that Tracks ETFs. ESG ETFs. View segment here.

ETF Weekly Updates

There are many factors driving the growth in the ETF industry. At Toroso, we believe that those factors can be bifurcated into two categories: 1. INNOVATION FACTORS: Growth is driven by ETFs that provide unique access, exposures or structures as well as inventive revenue models. Those factors are clear when we look at the key …

Free Beta Isn’t The Only Innovation

Each week we discussed the continued growth of ETF assets which has annualized at about 20% a year. We often discuss record flows or like last week a record number of 35 ETF launches. This week we are addressing a common question as to whether that growth is only driven by fee compression and therefore …

ETF Industry Weekly Highlights

Last week Reggie Brown, the Godfather of ETFs, hosted the Cantor ETF Investment Revolution conference in Austin Texas.  In his key note speech, Reggie projected that global ETF assets will climb to $10 trillion over the next 7 years because they are simply “mutual funds with benefits”. The conference continued with some spectacular presenters including Michael Arone from …

Further Proof We Are Still In The Early Innings Of ETF Flows: A Review Of Fixed Income Assets

ETF assets toped $3.25 trillion dollars, with $385 billion in flows year to date, and $52 billion in flows in October. Of the $3.25 trillion in ETFs, only $558 billion are in fixed income ETFs (18% of ETF assets). There are $4.3 trillion dollars in fixed income assets through ETFs and Mutual funds, with only …

Meet the newest ETF factor with expansion potential: Environmental, Social & Governance (ESG), or Impact Investing

Initially coined SRI (Socially Responsible Investing), ESG / Impact investing is growing beyond just social issues to include how companies treat non-shareholder stakeholders, and overall corporate governance. This trend began in the institutional world and is now penetrating the retail space at an increasing pace! ESG investing is much more popular internationally, and the US …

Investopedia: ETFs aren’t in bubble mode

Exchanged traded funds have enjoyed great popularity recently, raising concerns in some quarters that they may be introducing froth to equities markets.  But not everyone is convinced. With other asset classes seeing upticks in inflows, bulls argue there is a lot more room for ETFs to run, boding well for ETF providers. According to Toroso Investments, …

Introducing ETF Ownership Influence statistic! Because everyone wants to know how much of the stock market ETFs really own

We are proud to introduce a new weekly data point we will provide going forward, the Toroso Ownership Influence statistic!  The Toroso Ownership Influence statistic shows, on average, how much of the US equity market are owned by US Equity ETFs.  When we first began tracking this tool in 2012, it was at 2.25%, and …

While the shift of flows between ETF and Mutual funds have started to tilt in favor of ETFs, it’s still the early innings: A detailed examination of flows to US equity products

There are $17.3 Trillion dollars invested in ETFs & Mutual Funds in US-domiciled products. Only $3.1 trillion of that is in ETFs (18%). While flows have started to favor ETFs over Mutual Funds, decisions between the two products often differ by asset class. Of the $17 trillion in assets, $11.4 trillion is in equities, and …

ETF assets continue to soar, with over $330 billion in flows year to date, but allocations to equities have decreased

There have been a significant amount of inflows in to equity ETFs over the past year. In total, equity ETFs have seen over $300 billion in flows over the last 12 months ($345 billion specifically). The growth in flows initially focused on US Equities, with flows to US equities outpacing international equities $83 billion to …

3 Reasons why we think you should be following the ETF industry

1. GROWING INTEREST IN ETFs As of August 31, 2017 2. LONG TERM INDUSTRY GROWTH  “Global ETF AUM set to exceed $7 trillion by 2021”Over the last decade, AUM in the ETF space grew at an annualized 19.4%, and in 2016, the U.S. ETF industry recorded record inflows totaling $293 billion—the highest ever. PriceWaterHouseCoopers 3. …

We are pleased to announce the semi-annual updates to the Toroso ETF Industry Index and its 6-month birthday!

There have been many exciting changes in the industry and exciting updates for the Toroso ETF Industry Index. Our index has crossed the 6-month mark, significantly outpacing the competition! The Toroso ETF Industry Index advanced by 15.01% over the last 6 months compared to the KBW Nasdaq Bank Index (8.93%), the S&P Financial Select Sector …

Strong week for the ETF Industry!

Strong week for the ETF Industry! It was a strong week for the ETF industry lead by ETF Sponsor Charles Schwab, Service providers Hancock Holdings, Envestnet and SEI Investments, as well as Research & Data Provider Facset Research Systems.  We look forward to releasing updated index holdings in next week’s update! TETF INDEX Vs. LEADING …

US ETF Assets Surpass 3 Trillion Dollars!

ETFs continue to shine, surpassing $3 Trillion in overall assets.  After setting record flows for each of the past 3 years (2014-2016), flows in ETFs thus far in 2017 have already set the record again, with over $300 billion in flows year to date. ETFs saw flows of $241B in 2014, $245B in 2015 and $288B …

ETF Balance

In finance, as in life, balance is everything. Index investing often seeks the sweet spot that balances exposure and precision. For example, the Toroso ETF Industry Index (Ticker: TETF Index) has constituents from virtually every part of the ETF ecosystem. There are liquidity providers and market makers. There are custodians, trading platforms, and distributors. There are exchanges …